Possible Percent. The Hartford. Evaluation Criteria total package. Symetra Metlife Unum. Comments. Firm's Qualifications and Capabilities total

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1 Evaluation Criteria total package Firm's Qualifications and Capabilities total 10 Organization Structure Claims Processing/Benefit Determination 30 Claim management process Partial / residual disability Coordination with SSN, other income Payment to beneficiary Auditing Rates Guarantee Period TOTAL POINTS

2 Mandatory requirments Rating Firm Rating Date of Rating Rating Date of Rating AM Best Co A+ 2/27/2015 A 10/30/2014 Moody's Investors Service Inc. Aa3 2/27/2015 A3 7/25/2014 Standard & Poor's Corp. AA- 2/27/2015 A 7/30/2014 Licensed to do business in the State of Texas Yes Yes 2 most recent financial statement prior to contract award Provided website to get ratings. Ratings last update 2/27/15 Mandatory requirments Rating Firm Rating Date of Rating Rating Date of Rating AM Best Co A 5/1/2015 A 12/19/2014 Moody's Investors Service Inc. A2 4/23/2015 A2 8/16/2012 Standard & Poor's Corp. A 4/17/2015 A 10/9/2012 Licensed to do business in the State of Texas Yes Yes 2 most recent financial statement prior to contract award

3 Evaluation Criteria Basic Life Orginazation Structure System Ownership Claims Processing/Benefit Determination total 20 Claim management process light on explanation Payment to beneficiary Auditing Rates UNUM did not quote retiree according to instructions, did not quote according to instructions Guarantee Period TOTAL POINTS Sun Life Financial ADB - 80%, Claims team, elec/mail/fax. Status online, 95% w/in 5 days ADB - 75% or 80%, Claims telephonic, sends to examiner

4 Evaluation Criteria Voluntary Life and AD&D Orginazation Structure Claims Processing/Benefit Determination total 20 Claim management process Payment to beneficiary acct. for beneficiary to use Auditing Rates Guarantee Period year rates for UNUM TOTAL POINTS Sun Life Financial ADB - 80%, Claims team, elec/mail/fax. Status online, 95% w/in 5 days ADB - 75% or 80%, Claims telephonic, sends to examiner

5 HEALTH RELATED SERVICES FOR WILLIAMSON COUNTY EMPLOYMENT BENEFIT ADMINISTRATION BASIC LIFE, DEPENDENT LIFE, VOLUNTARY LIFE, VOLUNTARY ACCIDENTAL DEATH AND DISMEMBERMENT, VOLUNTARY SHORT TERM DISABILITY, VOLUNTARY LONG TERM DISABILITY FOR WILLIAMSON COUNTY 15RFP125 EVALUATION SUMMARY 6/5/2015 3:00PM Name of Proposers Evaluation Criteria Short Term Disability Organization Structure Claims Processing/Benefit Determination total 30 Claim management process Benefit determination requires 80% participation

6 Partial / residual disability Coordination with SSN, other income Payment to beneficiary Auditing 3 Reporting Total Periodic Reporting Rates Guarantee Period No additional costs TOTAL POINTS All except quoted 2 year rates, quoted 3 year rates Sun Life Financial Works with absence management specialist throughout claim.. Clinical consultants work to get ee back to work. Works to define other work capacity, some vocational rehab.

7 Evaluation Criteria Short / Long Term Disability Orginazation Structure Claims Processing/Benefit Determination total 25 Brief Description of Capabilities Claim management process light on explanation Partial / residual disability light on explanation Payment to beneficiary Auditing Rates Guarantee Period TOTAL POINTS